Global Equities Move Higher Over Next Year: JPMorgan PB

The video discusses the impact of recent vaccine news from Pfizer and Moderna on European equity markets, suggesting a recovery phase in global equity markets. It highlights the need for a balanced investment strategy, incorporating cyclicality alongside growth equities. The discussion also covers the economic growth prospects post-COVID, emphasizing new growth areas, particularly those with an environmental focus.

What are the implications of the recent vaccine news on European equity exposure?

How do you perceive the recovery phase across global equity markets?

What role do you think cyclicals will play in the upcoming market rally?

In what ways has COVID changed the investment landscape?

What new areas of growth do you see emerging in the current economic climate?